The SurePoint Insider’s Guide
Everything we know about SurePoint in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
SurePoint
The Insider’s Guide
Practice, finance and growth software for mid-sized law firms
Every plan, grade, refund rule and rival among law practice software, read from SurePoint’s own pages.
Made by SurePoint Technologies · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from SurePoint’s own pages, its app-store listings and our grades. Every fact in it is on SurePoint’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.0
GPA, above 17 of the 35 other law practice software we grade
SurePoint sells a suite for mid-sized law firms: SurePoint Pro (Practice Pro and Finance Pro) for practice and financial management, separate accounting products, a CRM, payment services and Legal Insights, a legal market data product. Prices are not published; firms request a demo.
To get you started, here are 7 things to know about SurePoint, taken from its own pages and our grades.
No price is published, every page points to a demo, and the products are split so you work out which mix you need.
- 1
Best for practice and finance software for mid-sized firms
SurePoint sells practice management, time entry, finance products, payments and a CRM for mid-sized law firms.
- 2
It runs on Web
Web.
- 3
Practice management
Time, documents, deadlines, caseloads and tasks in a cloud-based platform that covers a matter from intake to billing and collections.
- 4
Time entry
Attorneys can capture billable time from the office or on the go and manage their caseload from a dashboard.
- 5
Finance products
Finance Pro covers each stage of the billing cycle. Finance Core is aimed at firms with small accounting teams, and Finance Enterprise at firms with distributed accounting.
- 6
A 2.0 GPA, above 17 of 35
That is against the other law practice software we grade, on value, the free plan, features, ease of use and platforms.
- 7
Keep it
To replace SurePoint you would be making client trust accounts kept the way bar rules require. That is not a weekend's work, with an AI app builder or without one.
SurePoint at a glance
- Pricing
- Paid
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- SurePoint Technologies
- Category
- Law Practice Software
- Our grade
- 2.0 GPA, fair
The report card
Best for practice and finance software for mid-sized firms
SurePoint sells practice management, time entry, finance products, payments and a CRM for mid-sized law firms. No price is published, every page points to a demo, and the products are split so you work out which mix you need.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | No price is published; every product page points to a demo request. |
| Free plan and trial | F | No free plan and no free trial are listed anywhere on the pages we read. |
| Features | B | Practice management, time entry, finance products, payments, CRM and legal market data. The listing shows no gap in the core job. |
| Ease of use | C | No store rating on record. Choosing among Practice Pro and the finance products means setup work. |
| Platforms and integrations | B | Web with Microsoft 365, NetDocuments, Box, Adobe and QuickBooks Online. No platforms are listed. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who SurePoint is for
- Fits if you run a mid-sized firm that needs practice and finance tools
- Works for firms already on Microsoft 365 or NetDocuments
Who it is not for
- Too light for nothing, but too big for solo lawyers and very small firms
- Skip it if you want a price first, as every page points to a demo
- Watch out: it's split into Practice Pro, Finance Pro, Finance Core and Finance Enterprise
- Watch out: the pages don't list operating systems or mobile apps
Good to know
Good for
- Mid-sized law firms that want practice and accounting products from one vendor
- Firms with their own accounting team that need heavier billing tools
Worth knowing
- No prices are published; every product page points to a demo request.
- The suite is split into products such as Practice Pro, Finance Pro, Finance Core and Finance Enterprise, so a firm must work out which mix it needs.
- The vendor aims at mid-sized firms, so solo practitioners and very small firms may find the suite larger than they need.
- The pages read do not list supported operating systems or mobile apps.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
SurePoint's current pricing could not be confirmed from its own site.
No price is published; every product page points to a demo request.
We could not confirm SurePoint’s current prices from its own site, so this guide lists no plans. surepoint.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Practice, finance and growth software for mid-sized law firms. Here is what it does, as its own site describes it, and what it covers: calendar, time tracking, invoicing, reports, case management, trust accounting.
Practice management, time entry, finance products, payments, CRM and legal market data.
- Practice management
- Time, documents, deadlines, caseloads and tasks in a cloud-based platform that covers a matter from intake to billing and collections.
- Time entry
- Attorneys can capture billable time from the office or on the go and manage their caseload from a dashboard.
- Finance products
- Finance Pro covers each stage of the billing cycle. Finance Core is aimed at firms with small accounting teams, and Finance Enterprise at firms with distributed accounting.
- Legal Insights
- Formerly Leopard Solutions, it supplies competitive data used for recruiting, business development and strategy, and is combined with a firm's own data in SurePoint Pro.
- Payments and CRM
- SurePoint Payment Services helps clients pay the firm, and SurePoint CRM (ContactEase) covers client relationships and marketing.
- Security and access
- The vendor lists SOC 2 compliance, two-factor authentication and per-person or per-group access rights for ZenCase, the product behind SurePoint Pro.
Where it runs
- Web
What it works with
- Microsoft 365
- NetDocuments
- Box
- Adobe
- QuickBooks Online
SurePoint is made by SurePoint Technologies.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
17/35
Other law practice software it is graded above
SurePoint's GPA of 2.0 is higher than 17 of the 35 other law practice software we grade, and level with 11.
It stands best on features (B, above 25 of 35) and worst on free plan and trial (F, above 0).
Each grade against the category
Every bar is all 36 law practice software we grade, cut by the letter each got. SurePoint’s own letter is outlined.
- CValue for moneyAbove 6 of 35
- FFree plan and trialAbove 0 of 35
- BFeaturesAbove 25 of 35
- CEase of useAbove 0 of 35
- BPlatforms and integrationsAbove 7 of 35
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace SurePoint you would be making client trust accounts kept the way bar rules require. That is not a weekend's work, with an AI app builder or without one.
What you could make
- Case management, time tracking, invoicing, calendar and reports: an app builder makes these well.
What you could not
- Client trust accounts kept the way bar rules require.
- It plugs into other products, Microsoft 365, NetDocuments and Box among them.
- What a company asks for before it lets staff use something: SOC 2.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. SurePoint’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Tabs3, Centerbase, Clio, Aderant and CosmoLex
The 5 tools SurePoint is most often weighed against, with where each one differs from it.
- 1.8GPA
Tabs3
Free trial · from $69/mo
Legal billing, trust accounting and case management for law firms.
- SurePoint also covers calendar.
- Tabs3 also covers workflow automation.
- 2.0GPA
Centerbase
Paid
Practice management, billing and firm accounting for midsize firms.
- Only Centerbase lists iOS and Android apps.
- SurePoint also covers calendar.
- Centerbase also covers bookkeeping.
- 2.8GPA
Clio
Free trial · from $49/mo
Practice management, legal accounting and legal AI for law firms.
- Only Clio lists iOS and Android apps.
- SurePoint also covers calendar and reports.
- Clio also covers bookkeeping.
- 1.6GPA
Aderant
Paid
Time, billing and financial software for large law firms.
- SurePoint also covers case management.
- Aderant also covers applicant tracking.
- 2.2GPA
CosmoLex
Free trial · from $49/mo
Law practice management with trust and business accounting built in.
- Only CosmoLex lists iOS and Android apps.
- SurePoint also covers calendar and reports.
- CosmoLex also covers bookkeeping.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
10
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is SurePoint free?
No. SurePoint is a paid product.
What platforms does SurePoint work on?
SurePoint is available on Web.
Does SurePoint have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. SurePoint is listed for Web.
Does SurePoint have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. SurePoint is listed for Web.
Is SurePoint open source?
SurePoint is not described as open source on its own site, as read on Nov 13, 2026.
What does SurePoint integrate with?
SurePoint's listing names Microsoft 365, NetDocuments, Box, Adobe and QuickBooks Online.
Who makes SurePoint?
SurePoint is made by SurePoint Technologies.
What are the alternatives to SurePoint?
The closest alternatives to SurePoint in our directory are Tabs3, Centerbase, Clio, Aderant and CosmoLex.
How does SurePoint compare with other law practice software?
SurePoint's GPA of 2.0 is higher than 17 of the 35 other law practice software we grade, and level with 11.
Could I make my own version of SurePoint?
To replace SurePoint you would be making client trust accounts kept the way bar rules require.
Where this guide comes from
The prices, plans, platforms and features were read from SurePoint’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. Graded from this listing, whose facts were read from SurePoint's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by SurePoint Technologies. Prices change, so check surepoint.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- SurePoint, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/surepoint
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "SurePoint: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/surepoint
Know someone choosing between law practice software?
Send them this guide: toolgpa.com/tools/surepoint/guide
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See our other guides
The best-graded law practice software after SurePoint, each with an Insider's Guide of its own.
- Law Practice Software Insider's GuideEvery one of the 36 law practice software we grade, compared
- Clio Insider's GuidePractice management, legal accounting and legal AI for law firms2.8 GPA
- CARET Legal Insider's GuideCloud practice management with billing and accounting for law firms2.2 GPA
- CosmoLex Insider's GuideLaw practice management with trust and business accounting built in2.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what SurePoint’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. SurePoint is a trademark of its owner, and this guide is not made, paid for or approved by SurePoint Technologies. Prices and plans change: check surepoint.com before you buy.